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Salesforce Workflows: Leads

Author

Released

3/29/2017

Explore how to effectively use Salesforce Leads to qualify and track potential customers. Because lead forms can be difficult records to manage, this course provides best practices you can apply to design the layout of and types of fields in your forms to set up your conversion workflow for success. In this course, review the purpose of the lead, discover what leads are and how the Leads feature works so you can configure the definition of a lead for your organization. See how to create and manage leads and maintain quality data by keeping your data clean.

Topics include:

Tracking leads, accounts, and contacts

Defining a lead

Preparing a Lead score threshold

Lead channels

Lead assignment rules

Lead qualification status

Lead record types

Lead conversion mapping

Lead source overview

Validation rules

Establishing a feedback loop

Using AppExchange

Merging duplicate records

Skill Level Advanced

1h 23m

Duration

15,189

Views

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- [Ian] Have you ever had a day where you feel likeyour system could do moreto provide you with key actionable data,to make important business decisions?Perhaps you want to find out what your current opportunityfunnel looks like in real time,with trusted data you know can be relied upon.Perhaps it's a view of your top products or services,and the key driversthat are leading to closed opportunities.Hi, my name is Ian Moore,and I will be providing these and other answers,best practices, and strategies on how to manageyour Salesforce solution, so that you are providingall your teams with the right data, at the right time,for actionable insight to make smart decisions.